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Working with the Calendar Pages

The Calendar pages provide the main area for managing activities. The default page is the Daily Calendar page, which contains a Daily Calendar section, a Calendar View section, an Open Tasks section, and a Planned Calls section.

To see the Planned Calls section on the Calendar page, your user role must include the Calls: Calendar Planned Calls privilege. The Planned Calls section lists up to two weeks of planned calls for the sales representative in chronological order and displays the following information for each planned call: call date and start time, time of day, subject, contact to be visited, and other contact address information. The color coding used in the Planned Calls section on the Calendar pages is as follows:

  • Overdue planned calls with a start time that is in the past appear in red font.
  • Upcoming planned calls with a start time that is in the future appear in blue font.

For more information about creating a planned call, see Tracking Visits (Sales Calls) to Customers, Dropping Samples During a Sales Call, and Mass Call Planning.

NOTE: If your role includes the Share Calendar privilege, your Calendar pages might provide additional functionality than that listed on the default page. For more information on additional functionality, see Calendar Settings Page.

The following table describes what you can do from the Daily or Weekly Calendar.

NOTE: Communication activities generated from Oracle Contact On Demand belong to a specific activity subtype. Therefore, they do not appear on the Calendar pages or Activity lists.

To do this

Follow these steps

Create a task

Click New in the Open Tasks title bar. On the Task Edit page, enter the task information and save the record.

Delete a task

Click the link for the task that you want to delete. On the Task Detail page, click Delete.

Create an appointment

Click New Appointment in the Calendar title bar. On the Appointment Edit page, enter the appointment information and save the record.

Delete an appointment

Click the link for the appointment that you want to delete. On the Appointment Detail page, click Delete.

Go to a specific day

Click the day link in the Calendar View section.

Go to a specific month

Click the arrows in the Calendar View section.

Mark a task as completed

In the Open Tasks section, click the Show Full List link. On the Activities List page, click the Subject link for the task you want to mark as completed. On the Task Detail page, click Mark as Completed.

Page through the Calendar day by day

Click the arrows in the Daily Calendar section.

Update an activity

Click the link for the activity (appointment, task, or planned call) that you want to update. On the Appointment Detail, Task Detail, or Call Detail page, edit the fields inline or click Edit to open the Appointment, Task, or Call Edit page. For more information on updating records, see Updating Record Details.

View a list of appointments, tasks (open, closed, or all), activities, or planned calls

In the Open Tasks section, click the Show Full List link. On the Activities List page, click the drop-down list and change the selection.

View the day’s appointments

Click the 1 icon in the Calendar.

View the details of an activity

Click the link for the activity (appointment, task, or planned call) that you want to view.

View the entire month’s appointments

Click the 31 icon in the Calendar.

View the entire week’s appointments

Click the 7 icon in the Calendar.


Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.